Balancing long-term bullishness with short-term bearishness.
Getting Long-Term Bullish
Something I Was Wrong About
How is the government going to afford higher interest rates on its debt?
Surviving a Bear Market When You’re Done Saving
How retirees should think about navigating bear markets.
Animal Spirits: Powell Wants You to Lose Your Job
On today’s show, we discuss is the Fed making a huge mistake, why it’s so difficult to predict the economy, why it’s so easy to be bearish right now, breaking the housing market, why we’ve turned on Jerome Powell, the bullish case for a 60/40 portfolio and much more.
Expected Returns For Bonds Are Finally Attractive
Bonds look a lot more attractive today then they did a year ago.
Talk Your Book: I Need To Do Some Hedging Trades
On today’s show, we spoke with Eric Metz, President and CIO of SpiderRock Advisors about tax-loss harvesting, replicating exchange funds, and de-concentrating portfolios using managed option strategies.
What is the Fed Doing?
WTF is the Fed thinking?
Luck & Timing in the Housing Market
Why luck plays such a large role in your financial success or failure.
Navigating the Pain of Your First Bear Market
How to navigate your first painful bear market.
Animal Spirits: Is a Recession Bullish?
On today’s episode, we recap our experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney’s best movie and much more.
